Summit Trail Advisors manages investment portfolios and provides personalized financial planning, consulting, and family office services to individuals, families, businesses, and retirement plans. The firm builds customized portfolios using a mix of mutual funds, exchange-traded funds, individual securities, private investment funds, and independent money managers. Summit Trail offers both discretionary management, where the firm makes trades on your behalf without prior approval, and non-discretionary management, where you must approve trades first. In addition, Summit Trail provides family office services such as estate management, advisor coordination, consolidated reporting, philanthropic planning, and cash management. The firm serves high-net-worth individuals, families, and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.